Premier Path Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 12,027 shares of SPDW stock, worth $414,570. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,027
Previous 23,083
47.9%
Holding current value
$414,570
Previous $810 Million
44.21%
% of portfolio
0.07%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
957Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio